+271.8%
WPM vs AEIS
+172.0%
+99.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.3% |
| 7D | +3.9% | +6.5% | -2.6% | +2.7% |
| 30D | +17.7% | -9.2% | +26.9% | +19.4% |
| 3M | +39.4% | -8.3% | +47.8% | +39.3% |
| 6M | +6.4% | -6.3% | +12.8% | +5.7% |
| YTD | +34.0% | +36.5% | -2.5% | +25.9% |
| 1Y | +50.5% | +84.8% | -34.3% | +35.4% |
| All | +271.8% | +172.0% | +99.7% | +190.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AEIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling